HubSpot

If the context your team works from lives in HubSpot, your agents have been working without it. Connect a HubSpot account from Integrations and its Contacts, Companies, and Deals become something an agent can read in chat — and write back to — rather than something you paste in by hand.

Routines can use the CRM too — reads only, and opted into per routine rather than inherited, so a routine can't reach your CRM by accident.